Seminars & Webinars

This webinar provides information for holders of the Thrift Savings Plan who are preparing to retire in the near future. It covers preparation for retirement, understanding your choices after you retire and preparing for legacy.

*Register with your name, email address, and phone number. 

We all measure financial success differently, but all paths to get there require discipline and goals. This session teaches participants ways to financial control— including developing a spending plan, creating objectives, weighing insurance needs, and other tools that will help get on the road to personal financial success.

When prompted for your organization, please key in SDFCU

Using credit cards in a responsible way can reflect well to lenders, open up job opportunities, help you qualify for housing and even get you better rates on insurance. It also allows for peace of mind, knowing that you can use credit cards to cover emergency costs or as a widely-accepted form of payment when you travel.

On the other hand, credit cards can also be a major temptation to spend money on items you cannot afford.

Join us for this free webinar to learn how sticking to a few guiding principles and staying vigilant can help you successfully use credit cards to achieve your dreams and get you closer to your goals.

This webinar covers 4 key points:

1. The Objective of the G Fund
2. Understanding the G Fund better
3. How to best utilize the G Fund in your Thrift Saving Plan
4. The Risks and Rewards of the G-Fund

*Register with your name, email address, and phone number. 

Learn powerful ways to minimize the tax burden on your TSP

*Register with your name, email address, and phone number.

When some people think about retirement, they think about the joys of the well-deserved freedom after decades of hard work. However, for other people, these thoughts are met with trepidation and anxiety. The determining factor of which type of retiree you will be is preparation. In this workshop we will cover an important tool to preparing for retirement, Individual Retirement Accounts (IRAs).

Do you ever wonder why you left the mall with $500 worth of clothes when you were not planning to get anything or bought one pair of shoes over another? It is not just personal preference. Psychologists have found that there are several forces that govern our consumer behavior and cause us to make decisions that are not necessarily rational or in our best interest. However, understanding why we buy what we buy can help us make better decisions in the future. Why is it important to make smart spending decisions? Overspending can take away from important saving goals, like a down payment for a house, college, or retirement. Join us for this 45-minute webinar as we cover factors that commonly affect the psychology of our spending, including:

• The Role of Advertising
• Keeping Up With the Joneses
• Spending Habits 
• Impulse Buying
• Bargain Hunting 
• Retail Therapy
• Money as Love
• I’ll Worry About Tomorrow Tomorrow

This webinar provides information about the Thrift Savings Plan for people with a long term horizon to retirement. It looks at the benefits of the Thrift Savings Plan, helps you understand your fund choices and how to maximize your Thrift Savings Plan.

*Register with your name, email address and phone number.

If you are one of the many people for whom the word “budget” is the same as the word “denial,” you may be surprised to learn that the opposite is true. A well-designed budget is the best way for you to reach goals and achieve financial independence – without having to sacrifice all of life’s pleasures. 

SDFCU members are empowered with global, world-class service and technologies. Learn how you can join SDFCU, access your personal education center, and manage your account from anywhere in the world. Enjoy the power of key technologies like frictionless money movement, digital wallets, eSignatures, and video conferencing, to safely spend, invest, borrow, and even finance a home via remote settlement. There is much more, so attend this webinar to learn all the ways SDFCU puts the power in its members’ hands.

This webinar provides information about the G Fund:

1. Understand the G Fund better
2. Objective of the G Fund
3. How to best utilize the G Fund in your TSP
4. The risks and rewards of the G Fund and the alternatives

*Register with your name, email address, and phone number. 

We all measure financial success differently, but all paths to get there require discipline and goals. This session teaches participants ways to financial control— including developing a spending plan, creating objectives, weighing insurance needs, and other tools that will help get on the road to personal financial success.

When prompted for your organization, please key in SDFCU

When some people think about retirement, they think about the joys of the well-deserved freedom after decades of hard work. However, for other people, these thoughts are met with trepidation and anxiety. The determining factor of which type of retiree you will be is preparation. In this workshop we will cover an important tool to preparing for retirement, Individual Retirement Accounts (IRAs).

Webinar participants will learn about 529 plans and other options to start saving and reach your college savings goals.

There are many things in life that can derail even the best money management plans. A job loss, a medical crisis, or other hardship can send a normal financial situation into a tailspin.

If you are in this situation, you may wonder if things can ever be the way they were before, but you can recover from a financial crisis. Participants will learn how to get their finances back on track, including budgeting, repaying debt, rebuilding credit, establishing emergency savings, and replenishing retirement savings.

This webinar presentation will offer participants an open forum discussion to educate and facilitate retirement planning.

The webinar will be limited to 10 participants.

In this workshop you will understand what it means to be financially healthy – which is so much more than the one score everyone asks you about today – your credit score. True financial health is based on four key components: Spend, Save, Borrow, and Plan. You’ll also get a chance to confidentially determine your own Financial Health Score and the steps you can take to improve that score.

While registering, please enter SDFCU as your group

In this workshop you will understand what it means to be financially healthy – which is so much more than the one score everyone asks you about today – your credit score. True financial health is based on four key components: Spend, Save, Borrow, and Plan. You’ll also get a chance to confidentially determine your own Financial Health Score and the steps you can take to improve that score.

While registering, please enter SDFCU as your group

Saving money is much easier with a goal in mind. This workshop shows you how to choose the right goals for you, and overcome barriers to achieving them.

While registering, please enter SDFCU as your group

Saving money is much easier with a goal in mind. This workshop shows you how to choose the right goals for you, and overcome barriers to achieving them.

While registering, please enter SDFCU as your group